Who Owns SCHWAB STRATEGIC TR (SCHV)? -- Institutional Holders (2026-06-30)

588 institutions reported holding $4.06B of SCHWAB STRATEGIC TR (SCHV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($451.2M), Avantax Planning Partners, Inc. ($355.5M), MATHER GROUP, LLC. ($351.5M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($128.2M), Gemmer Asset Management LLC ($117.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$451.2M13.0MTrimmed
2Avantax Planning Partners, Inc.$355.5M10.2MTrimmed
3MATHER GROUP, LLC.$351.5M10.1MTrimmed
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$128.2M3.7MTrimmed
5Gemmer Asset Management LLC$117.4M3.4MTrimmed
6RAINEY & RANDALL WEALTH ADVISORS INC.$105.1M3.0MAdded
7Mokosak Advisory Group, LLC$104.9M3.0MAdded
8Krilogy Financial LLC$100.3M2.9MAdded
9EXCHANGE TRADED CONCEPTS, LLC$83.6M2.4MAdded
10Cooper Financial Group$79.2M2.3MAdded
11Compound Planning, Inc.$70.0M2.0MAdded
12SUMMIT WEALTH & RETIREMENT PLANNING, INC.$61.9M1.8MAdded
13Black Diamond Financial, LLC$61.2M1.8MAdded
14Financial Management Professionals, Inc.$59.9M1.7MTrimmed
15GenWealth Group, Inc.$58.5M1.7MTrimmed
16Northern Capital Management, Inc.$49.2M1.4MAdded
17HRC WEALTH MANAGEMENT, LLC$45.3M1.3MTrimmed
18XML Financial, LLC$43.6M1.3MAdded
19Veery Capital, LLC$41.6M1.2MAdded
20Brady Martz Wealth Solutions, LLC$39.5M1.1MTrimmed
21FAS Wealth Partners, Inc.$36.8M1.1MTrimmed
22GHP Investment Advisors, Inc.$36.2M1.0MAdded
23SOUTHERN MICHIGAN BANK & TRUST$35.5M1.0MAdded
24Cambridge Investment Research Advisors, Inc.$34.2M983,799Added
25Merit Financial Group, LLC$30.6M880,325Added

Source: SEC Form 13F filings · as of 2026-06-30